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Compare Quant Mid Cap Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 2.1 | 1.4 |
NAV | ₹208.55 | ₹179.04 |
Fund Started | 12 Feb 2001 | 07 May 2007 |
Fund Size | ₹8891.20 Cr | ₹73510.09 Cr |
Exit Load | Exit load of 0.50% if redeemed within 3 months. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹1000
₹100
Expense Ratio
2.1
1.4
NAV
₹208.55
₹179.04
Fund Started
12 Feb 2001
07 May 2007
Fund Size
₹8891.20 Cr
₹73510.09 Cr
Exit Load
Exit load of 0.50% if redeemed within 3 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | -0.12% | 13.47% |
3 Year | 19.71% | 24.98% |
5 Year | 29.02% | 25.80% |
1 Year
-0.12%
13.47%
3 Year
19.71%
24.98%
5 Year
29.02%
25.80%
Holding Analysis
Equity | 97.50% | 90.52% |
Cash | -0.57% | 9.48% |
Equity
97.50%
90.52%
Cash
-0.57%
9.48%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Aurobindo Pharma Ltd. | 8.96% |
Reliance Industries Ltd. | 8.92% |
IRB Infrastructure Developers Ltd. | 7.94% |
Container Corporation Of India Ltd. | 7.25% |
Tata Communications Ltd. | 5.83% |
Marico Ltd. | 5.76% |
Steel Authority Of India Ltd. | 5.39% |
ITC Ltd. | 5.32% |
Lloyds Metals & Energy Ltd. | 4.82% |
Bharat Forge Ltd. | 3.49% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.41% |
Coforge Ltd. | 3.72% |
Max Financial Services Ltd. | 3.54% |
Ipca Laboratories Ltd. | 3.44% |
The Federal Bank Ltd. | 3.25% |
Balkrishna Industries Ltd. | 3.05% |
Persistent Systems Ltd. | 2.98% |
Apollo Tyres Ltd. | 2.84% |
Hindustan Petroleum Corporation Ltd. | 2.80% |
Indian Bank | 2.49% |
Fund Manager
Name | Ankit A Pande | Chirag Setalvad |
Start Date | 22 Aug 2023 | 28 Jun 2014 |
Name
Ankit A Pande
Chirag Setalvad
Start Date
22 Aug 2023
28 Jun 2014
About Fund
Description | The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 12 Feb 2001 | 07 May 2007 |
Description
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
12 Feb 2001
07 May 2007
